Chris Logan Email & Phone Number
Director - Fidelity Institutional Wealth Management Services and CE Custody @ Fidelity Investments
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Chris Logan Location
- Texas, United States
Chris Logan Work
- 2021 -now Director - Fidelity Institutional Wealth Management Services and CE Custody @
- 2019 -2021 Client Service Manager IV - Fidelity Family Office Services @
- 2011 -2019 Client Service Manager I through IV - Fidelity Clearing and Custody Solutions @
- 2009 -2011 Client Service Representative- Fidelity Clearing and Custody Solutions @
- 2008 -2009 Senior Financial Representative - Fidelity Personal Investments @
- 2007 -2008 Fixed Income Representative - Fidelity Personal Investments @
- 2006 -2007 Investments Representative - Fidelity Personal Investments @
- 2006 -2006 Financial Representative @
Chris Logan Education
- The University of Texas at Arlington
Masters (Business Administration)
2011-2013 - The University of Texas at Arlington
Bachelor's (Broadcast Communication)
2002-2005
Chris Logan Skills
- Series 24
- Series 7
- RIA
- Client Relationship Building
- Collaborative Problem Solving
- High Net Worth Individuals
- Work Process Improvement
- Investments
- Brokerage
- Fixed Income
- Bonds
- Capital Markets Transactions
- FINRA
- Back Office
- Securities
- Financial Advisory
Chris Logan Summary
- Chris Logan, based in Texas, United States, is currently a Director - Fidelity Institutional Wealth Management Services and CE Custody at Fidelity Investments. Chris Logan brings experience from previous roles at Fidelity Investments. Chris Logan holds a 2011 - 2013 Masters in Business Administration @ The University of Texas at Arlington. With a robust skill set that includes Series 24, Series 7, RIA, Client Relationship Building, Collaborative Problem Solving and more. Chris Logan has 3 emails and 3 mobile phone numbers on RocketReach.
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